Business Relationship Manager

CTBC Bank Corp USA•Arcadia, CA

29d•$80,000 - $115,000•Hybrid

About The Position

The primary function of this role is to generate revenue for the branch by actively establishing a center of influence as a referral base and participating in community events. The Relationship Manager is expected to grow and expand the existing customer base through partner referrals and new customer acquisition by conducting effective need assessments and recommending solutions based on customer needs. This role is pivotal in the branch’s growth and requires exceeding client expectations through dedication and innovation in providing solutions for complex client needs.

Requirements

7+ years of product sales, customer relationship management, in the branch banking industry or related environment
Life and Health Insurance licenses required. Licenses are required to discuss and sell investment or insurance products with potential or existing customers
Knowledge of retail banking consumer and commercial products, loan products, financial reports, branch banking operations and procedures, and banking laws and regulations
Strong sales and marketing as well as business development skills
Ability to multi-task, handle large volumes, tight turnarounds and multiple deadlines
Ability to analyze and plan financial solutions for customer portfolios
Fluent in English and Chinese (mandarin preferred) is a major plus

Nice To Haves

Bachelor’s degree in business, banking, finance, economics, or related field is preferred
Currently holding substantial customer portfolio/customer base is a preferred

Responsibilities

Identify and meet with current and potential customers with exceptional profit and growth potential to discuss their complex financial requirements.
Sell appropriate consumer and commercial financial service products to meet developing and expanding relationships.
Conduct needs assessments with current and potential customers and recommend insurance products and services based on individual needs, objectives, risk tolerance, and proper asset allocations.
Refer customers to licensed WM Financial Consultants as appropriate.
Identify cross-sell opportunities, including referring customers to other sales representatives (CRE, C&I, PCM, MLO, WM FC) through proper customer profiling and needs-based selling.
Maintain superior and courteous service to promote products and expand customer relationships, exceeding customer expectations in accuracy, efficiency, courtesy, and professionalism.
Actively participate in community organizations to promote the bank’s image and develop sales leads and opportunities.
Open deposit accounts on the bank’s system, ensuring adherence to all documentation requirements, policies, and procedures.
Actively participate in all bank sales campaigns and promotions and exceed set targets.
Ensure compliance with Bank’s policy and procedures and government regulations.
Update and maintain individual sales tracking records (customer portfolio reports, sales reports, and customer contact log) for sales tracking and performance review.
Perform related duties for training and development purposes.
Perform all assigned duties under Bank’s compliance programs and related laws & regulations.
Successfully complete all mandatory training on related Bank’s and BSA compliance, as well as other laws and regulations, in a timely manner.
Perform all other duties as assigned.